---
title: How to Configure Notifications(Automated Reminders)
description: This article explains how to configure automated appointment-related notifications in the Calendar section of the Control Panel. Notifications help keep patients informed about bookings, reminders, updates, and other appointment events.
---

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December 26, 2025

# How to Configure Notifications(Automated Reminders)

## This article explains how to configure automated appointment-related notifications in the Calendar section of the Control Panel. Notifications help keep patients informed about bookings, reminders, updates, and other appointment events.

### 🧭 Navigation Path

**Control Panel → Calendar → Notifications**

---

### 🧩 What Notifications Are Used For

Helix allows you to automate **up to 10 notification types**, which can be sent via:

- **WhatsApp** (if Meta Business integration is active), or
- **SMS**, depending on your setup

---

### 🔔 Available Notification Types

| Notification Type | Description |
| --- | --- |
| 📅 Booking Confirmation | Sent immediately when a new appointment is booked |
| ✏️ Booking Update | Sent when appointment details are edited |
| ⏰ 24-Hour Reminder | Reminder sent 24 hours before the appointment |
| ⏳ 48-Hour Reminder | Reminder sent 48 hours before the appointment |
| 📆 One-Week Reminder | Reminder sent 7 days before the appointment |
| 🎂 Birthday Messages | Sent 1 day or 1 week before the patient’s birthday |
| 🏥 On Discharge | Sent when the patient is discharged |
| 🚫 Cancelled / No-Show | Sent for cancelled or no-show appointments |

---

### ⚙️ How to Configure Notifications

1. Open the **Notifications** tab
2. Turn **ON** the switch for each notification you want to enable
3. For each enabled notification:
   
     - Click the **Template** dropdown
     - Select the relevant:
       
           - **WhatsApp template**  
             *(configured under CRM → Social Media Manager → WhatsApp)*, or
           - **SMS template**  
             *(configured under Control Panel → Templates)*
4. Click **Confirm** to save

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---

### 🔄 Apply the Changes

- Ask **reception users** to log out and log back in for notifications to apply

---

### 💡 Tips

- WhatsApp should be prioritized over SMS if both integrations are available
- Keep only necessary notifications enabled to avoid over-communication
- Test templates with one staff member before enabling clinic-wide automation

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